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InvenTrust Properties
IVT

Overview Fund Activity

244 hedge funds and large institutions have $854M invested in InvenTrust Properties in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+13
Holders Change %
+5.63%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
45
Increased
78
Reduced
76
Closed
27
Calls
$653K
Puts
$109K
Net Calls
+$544K
Net Calls Change
-$19K

Top Buyers

1
RIM
Rush Island Management
New York
$17.4M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$5.74M
3
Millennium Management
Millennium Management
New York
$4.12M
4
EWM
Executive Wealth Management
Michigan
$3.23M
5
GC
Guggenheim Capital
Illinois
$5.35M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$56.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.59M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.56M
4
First Trust Advisors
First Trust Advisors
Illinois
$1.1M
5
SG Americas Securities
SG Americas Securities
New York
$317K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$472K -$102K -4,328 -18%
ASRS
102
Arizona State Retirement System
Arizona
$450K +$16.9K +713 +4%
Daiwa Securities Group
103
Daiwa Securities Group
Japan
$433K -$13.7K -581 -3%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$424K -$39.6K -1,672 -9%
BCI
105
Brinker Capital Investments
Pennsylvania
$415K -$10.2K -431 -2%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$396K +$267K +11,275 +206%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$388K -$10.2K -432 -3%
PWM
108
Perigon Wealth Management
California
$385K +$385K +16,272 New
DFCM
109
Dark Forest Capital Management
Puerto Rico
$378K -$638K -26,964 -63%
Macquarie Group
110
Macquarie Group
Australia
$372K +$57.6K +2,900 +18%
SW
111
SkyOak Wealth
Michigan
$359K -$50.1K -2,118 -12%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$349K +$349K +14,802 New
D.E. Shaw & Co
113
D.E. Shaw & Co
New York
$343K -$54.4K -2,300 -14%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$333K -$13.2K -558 -4%
IF
115
Intrua Financial
Texas
$332K +$42K +1,744 +15%
IA
116
IFP Advisors
Florida
$331K -$33.1K -1,148 -9%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$325K – – –
GCM
118
Gallacher Capital Management
Colorado
$323K +$323K +13,659 New
WA
119
Wealthstar Advisors
Texas
$323K – – –
SG Americas Securities
120
SG Americas Securities
New York
$317K -$1.03M -43,662 -77%
IWC
121
Integrated Wealth Concepts
Massachusetts
$315K -$81.4K -3,440 -21%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$305K -$305K -12,911 -50%
CFGS
123
Concourse Financial Group Securities
Alabama
$304K +$7.4K +310 +2%
BCM
124
Brookstone Capital Management
Illinois
$299K +$6.02K +249 +2%
Mariner
125
Mariner
Kansas
$298K -$3.36K -142 -1%
3 4
5
6 7